TOP 30 Financial planning and retirement planning in Salina, New York

33 results found

Mark Banac, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. Our team of agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Mark Banac can help you navigate the complexities of Medicare and compare Medicare Advantage plans to find the right coverage for your needs. Medicare Advantage Plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage and an annual maximum out of pocket limit.

MCC Financial Services Inc is a leading finance institution located at 100 Metropolitan Park Drive in Salina, New York, United States. With a strong reputation for providing top-notch financial services, MCC Financial Services Inc offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experts is dedicated to helping clients achieve their financial goals. Visit MCC Financial Services Inc today and experience the difference that personalized, professional financial services can make.

IBN Financial Services Inc is a reputable finance institution located at 404 Old Liverpool Road in Salina, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, IBN Financial Services Inc offers a wide range of services including investment management, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit IBN Financial Services Inc today to learn more about how they can help you manage and grow your wealth.

Principal Financial Group is a finance and insurance agency located at 200 Salina Meadows Parkway in Syracuse, New York, United States. Our institution is dedicated to helping individuals protect what matters most through insurance. With us, you can easily download tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. We aim to help you protect your life and wages so that your loved ones can continue moving forward, regardless of what life throws at you.

Merrill Lynch Financial Advisor Richard L Neal, located at 205 South Salina Street in Syracuse, New York, provides wealth management and investment advice to individuals and families, as well as consulting and advisory services to nonprofit organizations and institutional clients. Rick Neal, with over 40 years of experience, holds certifications as a Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He offers personalized investment strategies and portfolio management services, tailored to each client's goals and objectives. With a commitment to community service, Rick has served on various advisory boards and is dedicated to helping clients achieve financial success through a personalized approach. His focus is on understanding each client's unique needs and priorities, and designing a financial plan to help them reach their goals. By staying informed about changes in the market and in their clients' lives, Rick ensures that their financial approach remains aligned with their objectives. Contact Merrill Lynch Financial Advisor Richard L Neal for personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor David Towers is located at 205 South Salina Street in Syracuse, New York, United States. As a finance institution, we provide personalized financial advice and guidance to help you develop a customized financial strategy based on your risk tolerance, time horizon, and liquidity needs. Our team of experienced professionals at Merrill Lynch Wealth Management is dedicated to building strong client relationships built on trust and personalized service. At our institution, we focus on what matters most to you - your family, goals, and priorities. We start every relationship with a conversation to identify and prioritize your financial goals, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach to help you pursue your goals.

Merrill Lynch Financial Advisor Lisa Germain, located at 205 South Salina Street in Syracuse, New York, is a seasoned and savvy financial advisor with over twenty-five years of experience in the finance industry. Lisa was hired by Merrill in 1991 for her strong character and determination, traits she continues to apply on behalf of her clients today. She is highly credentialed, holding the Chartered Retirement Planning CounselorSM (CRPC®) designation and has completed advanced industry training at Cornell University. Lisa's personalized approach to financial planning helps clients pursue their objectives by managing custom investment strategies tailored to their specific needs. She is actively involved in the Syracuse community, serving on the leadership committee of the Merrill Lynch Women’s Exchange and participating in local philanthropic activities. Lisa and her team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. With the global resources of Merrill behind them, they strive to help clients achieve their financial goals and navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Peter J Simmonds is a reputable financial institution located at 205 South Salina Street in Syracuse, New York. Specializing in finance, the institution offers expert advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Peter J Simmonds and his team provide tailored solutions to meet the unique needs of each individual or business. Trustworthy and experienced, Merrill Lynch Financial Advisor Peter J Simmonds is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Peter Bertone is a trusted financial institution located at 9 Salina Street in Baldwinsville, New York. As a finance institution, they offer a wide range of services to help individuals and businesses achieve their financial goals. Peter Bertone, the dedicated financial advisor at this location, is committed to providing personalized and tailored financial advice to each client. With years of experience in the industry, Peter Bertone and his team strive to help clients make informed decisions about their finances and investments. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Peter Bertone is here to help you every step of the way.

Edward Jones - Financial Advisor: Jim Henty, AAMS™ is a reputable finance institution located at 916 Old Liverpool Road in Salina, New York, United States. With a focus on providing personalized financial advice and services, Jim Henty, a designated Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones - Financial Advisor: Jim Henty, AAMS™ is dedicated to providing tailored solutions to meet your individual needs. Trust in their expertise and experience to help secure your financial future.

Edward Jones - Financial Advisor: Justin Henty is a trusted financial institution located at 916 Old Liverpool Road in Salina, New York, United States. Specializing in personalized financial planning and investment management, Justin Henty and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Justin Henty is committed to providing expert guidance and support every step of the way. Contact Edward Jones - Financial Advisor: Justin Henty today to start planning for a secure financial future.

Bankers Conseco Life Insurance Company, located at 231 Salina Meadows Parkway in Syracuse, New York, is a finance, health, and insurance agency offering a wide range of insurance options. Their agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. They specialize in helping individuals compare Medicare Advantage plans to find the best coverage, and also offer long-term care planning services. Bankers Life is currently recruiting for agent, manager, and investment professional positions, providing award-winning training programs and opportunities for career advancement. If you're interested in helping others achieve financial security in retirement, consider joining the team at Bankers Conseco Life Insurance Company.

Haily Ralph, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a trusted agent for Bankers Life, we specialize in providing comprehensive insurance solutions to help protect our clients' financial futures. Our team is dedicated to helping individuals and families navigate the complexities of insurance coverage, offering personalized service and expert guidance every step of the way. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Haily Ralph, Bankers Life Agent is here to assist you in securing the right coverage to meet your needs. Contact us today to schedule a consultation and start planning for a more secure tomorrow.

Patrick Violando, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York, United States. The institution offers a wide range of insurance products and services to meet the needs of individuals and families. With a team of dedicated professionals including Leonard Babcock, Mark Banac, Jeanne Bernhardt, and many others, clients can expect personalized and expert advice on insurance options. Whether it's life insurance, retirement planning, or investment strategies, the team at Patrick Violando, Bankers Life Agent is committed to helping clients protect their financial future. Contact them today for a consultation.

Ilonka Salisbury, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York, United States. As a Unit Field Trainer and Insurance Sales Representative, Ilonka Salisbury offers a variety of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the specialties of Ilonka Salisbury is helping clients navigate Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage offers comprehensive coverage, including prescription drug coverage, and some plans have low or even $0 monthly premiums. Planning for long-term care is also emphasized, as healthcare costs continue to rise and the need for long-term care becomes more inevitable.

Kayla Conine, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a dedicated agent for Bankers Life, Kayla Conine offers personalized insurance solutions to meet the individual needs of each client. With a focus on providing reliable and comprehensive insurance coverage, Kayla Conine is committed to helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other insurance products, Kayla Conine can help you navigate the complex world of insurance and find the right policy for you. Contact Kayla Conine, Bankers Life Agent today to discuss your insurance needs and start planning for a secure future.

Noah Zakrajsek, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a representative of Bankers Life, Noah Zakrajsek provides a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, Noah Zakrajsek is dedicated to helping clients find the right coverage to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Noah Zakrajsek, Bankers Life Agent is here to help you navigate the complexities of insurance and secure your financial well-being.

Nicole Addicott, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a representative of Bankers Life, Nicole Addicott offers a variety of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and comprehensive coverage, Nicole Addicott strives to help clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Nicole Addicott, Bankers Life Agent is dedicated to helping you find the right solutions for your unique needs. Contact them today to learn more about how they can assist you with your insurance needs.

Jeannine Stanescu, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a trusted agent with Bankers Life, Jeannine Stanescu provides personalized insurance solutions to help clients protect their financial future. With a focus on customer service and expertise in the insurance industry, Jeannine Stanescu is dedicated to helping individuals and families find the right insurance coverage for their needs. Contact Jeannine Stanescu, Bankers Life Agent today to discuss your insurance options and start planning for a secure tomorrow.

Kane Jordan, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. Specializing in life insurance, our knowledgeable agents are dedicated to helping individuals and families secure their financial future. With a focus on personalized service and tailored insurance solutions, we strive to provide peace of mind and protection for our clients. Contact us today to learn more about our services and how we can assist you in planning for the unexpected.

Olufela Blue, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York, United States. Our dedicated agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate the complexities of Medicare Advantage plans, providing personalized assistance to find the right coverage for each individual. With the rising costs of healthcare and the need for long-term care becoming more prevalent, our team is here to help you plan for the future and have important conversations with your loved ones. Contact Olufela Blue, Bankers Life Agent today to start planning your next steps towards financial security and peace of mind.

Dusckas Advisory Group LLC is a finance institution located at 231 Salina Meadows Parkway in Syracuse, New York, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, financial planning, retirement planning, and more. Their goal is to help clients achieve their financial goals and secure their financial future. Visit Dusckas Advisory Group LLC for personalized financial guidance and expert advice.

Rialto Wealth Management, located at 126 North Salina Street in Syracuse, New York, is a finance institution dedicated to helping individuals and business owners achieve their financial goals. Their services include designing and implementing personalized portfolios, forecasting wealth accumulation and retirement spending, navigating tax laws and regulations, and planning for legacy and wealth transfer. Business owners can benefit from specialized financial and estate planning strategies tailored to their unique needs. The institution's team of advisors is committed to providing high levels of integrity and insight to ensure the best possible outcomes for their clients. Explore their Financial Resources section for information on investment strategies, retirement planning, estate planning, and more. Contact Rialto Wealth Management today to learn more about their comprehensive wealth management services.

Dean Boucounis CHFC CLU is a renowned finance institution located at 231 Salina Meadows Parkway in Syracuse, New York, United States. Specializing in financial planning and wealth management, the institution is led by Dean Boucounis, a Certified Financial Planner (CHFC) and Chartered Life Underwriter (CLU). With a strong commitment to providing personalized financial solutions, Dean Boucounis CHFC CLU offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Dean Boucounis CHFC CLU is dedicated to helping you navigate the complex world of finance with confidence and clarity.

H&R Block is a well-known accounting and finance institution located at 472 South Salina Street in Syracuse, New York. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals.

Pam & Frank's is a well-established finance and store institution located at 6703 South Salina Street in Nedrow, New York. Known for their excellent customer service and wide range of financial services, Pam & Frank's is a trusted destination for all your financial needs. Whether you're looking to open a savings account, apply for a loan, or simply browse their selection of quality products, Pam & Frank's has you covered. Visit them today and experience the difference for yourself.

Welcome to Shawn Parsons, Bankers Life Agent, your trusted insurance partner located at 231 Salina Meadows Parkway, Syracuse, New York. As a dedicated Field Manager and Insurance Agent, Shawn Parsons is committed to providing personalized insurance solutions tailored to meet your needs. Our agency offers a comprehensive range of insurance products from esteemed providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Navigating Medicare can be overwhelming, but we're here to help. Shawn Parsons specializes in comparing Medicare Advantage plans to ensure you find the right coverage. Medicare Advantage (Part C) serves as an all-in-one alternative to Original Medicare Parts A and B, offering similar benefits with the added option of prescription drug coverage (Part D). These plans often include an annual maximum out-of-pocket limit, with some plans featuring premiums as low as $0 per month.

Welcome to John Carbone, Bankers Life Agent, your trusted insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York. We are committed to providing you with a comprehensive range of insurance solutions tailored to meet your individual needs. Our experienced agents offer a wide array of products from renowned companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Navigating the world of Medicare can be overwhelming, but we're here to help. We specialize in comparing Medicare Advantage plans to ensure you find the right coverage that suits your lifestyle. Medicare Advantage (Part C) serves as an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the added benefit of prescription drug coverage (Part D). These plans also feature an annual maximum out-of-pocket limit, with some plans offering premiums as low as $0 per month.

Welcome to Theresa Galloway, Bankers Life Agent – your trusted insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York. With a commitment to providing personalized service and comprehensive insurance solutions, Theresa Galloway is dedicated to helping you secure your financial future. Specializing in life insurance, health insurance, and retirement planning, we offer a range of products tailored to meet your unique needs and goals. Our experienced team is here to guide you through the complexities of the insurance landscape, ensuring you have the coverage and peace of mind you deserve. Visit us today and discover how we can assist you in safeguarding your future.

Welcome to Daniel Watkins, Bankers Life Agent, your trusted insurance agency located in the heart of Syracuse, New York. Situated at 231 Salina Meadows Parkway, our agency is dedicated to providing personalized insurance solutions to meet your unique needs. With extensive experience in the industry, Daniel Watkins is committed to helping you protect what matters most — your family, your assets, and your future. At our agency, we specialize in a wide range of insurance products, including life insurance, health insurance, and retirement planning. We understand that navigating the world of insurance can be complex, which is why we take the time to explain your options and tailor our services to suit your individual situation. Our goal is to ensure you have peace of mind knowing you are well-covered and prepared for whatever life may bring.